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The role of a trustee of the Special Needs Trust created for your loved one is extremely important and cannot be taken lightly. Too often, the successor trustees are left without proper instructions and education on how to manage this...

Let’s be honest. If you are a parent, it sometimes might feel like life is a juggling act to have children, especially when one kid has special needs. Not only that, it’s important to remember that being a sibling to a...

Thanks for coming back and reading our website blog here at Secure Planning Strategies. If you have a special needs child, this week’s topic is going to really be of interest you. This week, we are going to be discussing the...

Welcome back to this week’s blog. This week will be the fourth and final week of a short miniseries about estate planning mistakes people make which cost a lot of money and aggravation. We hope you enjoy this week’s article...

Welcome back to this week’s blog. This week will be the third week of a short miniseries about estate planning mistakes people make which cost a lot of money and aggravation. We hope you enjoy this week’s article, which...

Welcome back to this week’s blog. This week will be the second week of a short miniseries about estate planning mistakes people make which cost a lot of money and aggravation. We hope you enjoy this week’s article, which...

Congrats on making it back here to read this week’s blog. This week will be the first week of a short miniseries about estate planning mistakes people make which cost a lot of money and aggravation. We hope you enjoy this first...

As Benjamin Franklin once said, “In this world nothing can be said to be certain, except death and taxes.” Estate planning may not be a top priority to many people. However, if ignored, your assets may end up in the wrong...

Hi, there. Thanks for joining Secure Planning Strategies this week for the company’s weekly blog article. We receive a lot of questions about gifting money and potential tax that might be owed so it was decided to address the...

Welcome back to our Secure Planning Strategies website blog. We are so excited to be presenting this week’s blog in which we are going to be focusing retirement plan rollovers. There is a lot of information to share so...

Hi, there! Welcome back to the Secure Planning Strategies website blog and I am so happy to have this weekly opportunity to share my words of wisdom and knowledge with you when it comes to building wealth. One important element to...

Welcome back to the Secure Planning Strategies weekly blog and I cannot wait to discuss this week’s topic, which is one’s individual credit profile. If you possess a credit card, a car loan, or student loans, chances are...

It’s good to see you back here on the Secure Planning Strategies blog. This week, I am going to be discussing the credit card debt and how it affects your ability to save for retirement. If there is any credit card debt on the...

Hi, there. Thanks for coming back to the Secure Planning Strategies blog. Today, I am going to discuss procrastination as it relates to retirement planning. Before we get started, I first want to really get a better understanding about...

Welcome back to the Secure Planning Strategies website blog. This week we are going to be discussing the concepts of vision boards and how they can be a great tool in retirement portfolios. I am really excited to be presenting this...

Women have a lot on their plate when it comes to daily living. They juggle the responsibilities for the family and household as well as the strong possibility of having a job. With all of the responsibilities, it is important to...

Do you want to financially be able to buy something or pay for it but you don’t yet have the financial means to obtain your desire? If you can relate to this situation, you might be feeling the financial contrast in your life....

Welcome back to the website blog for Secure Planning Strategies. Recently, we created a short blog article series that discussed the importance of a healthy relationship as it relates to money. For example, the better your relationship...

Welcome back and we are so excited that you have stayed with this series until the very last blog post for the Relationship with Money. Let’s get to it and finish this series! The last big source of influence that will be...

Hello, again. It’s great to see you back here on our Secure Planning Strategies website blog. This week, we are going to discussing the second of several influences we have been introduced to that have shaped our beginning...

Hello, again! Secure Planning Strategies is excited to welcome you back here to the blog. In the past several weeks, this blog has given you the opportunity to learn about your current relationship, as it related to money. We have...

Congrats on making it back here to read the week three blog article about relationships as it related to money. Again, before we move on to this week’s golden nugget, it is important to understand that this series is not about...

Relationship with Money Series (Week Two) Welcome back! Last week we started a series about money and the relationship we all have with it. This week we are going to be talking more about perception, the perception with money as it...

Welcome back to our Secure Planning Strategies blog. We are so excited to be presenting this week’s blog in which we are going to be focusing on your relationship with money. There is a lot of information that we want to share...

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
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Copyright 2019 FMG Suite.

Minoti Rajput, Mehul Mistry and Elinor Ho offer Securities through Securities America, Inc., Member FINRA/SIPC and Advisory Services through Securities America Advisors. Secure Planning Strategies and Securities America Companies are not affiliated.This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or to inquiries in states or jurisdictions in which they have properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.